IE & FC Messaging

on Potential Investors

Myungsoo SIM

Korea Financial Investment Association

2018 IFIE/Asia Chapter Meeting

C O N T E N T S

0. Major Initiatives of IE & FC

1. Online & Mobile Education

2. Hand-on Learning, Experiential Programs

3. Comics & e-Books

4. Key Takeaways

Major Initiatives of IE & FC 0

Understating financial market

Jobs in financial market

Money and life

Financial education for children

Allowance management

Learning finance through games

Necessity of asset

management

Retirement plan

Portfolio for age levels

1. education through on-line or mobile platforms.

2. hands-on learning based on experiential programs.

3. educational programs using comics, including e-Books.

Education for students and young adults

Major Initiatives of IE & FC 0

Card News 1-1

Card news is very popular as a way of providing suitable content through Facebook or Instagram.

- Short

- Brief

- concise text

- images

- just 12~15 slides

Card News 1-1

GDP growth at the 6% level, solid economic fundamentals, entry into a long-term growth phase, active foreign direct investment (FDI)…

Which country comes to your mind?

The answer is “Vietnam”.

The country is also called the “growth country,” “post-China,” & “Asia’s young tiger

Fervor for investment in Vietnam All attention on the IPO market!

The “non-taxable overseas equity funds” were a tailwind for Vietnam in 2017. Vietnam raced for the 1st and 2nd ranking, competing against strong rivals including China and India, and Vietnamese funds posted annual returns of over 35%.

The Strengths of Vietnam (1)

Vietnam posted GDP growth of 6.8% last year, the highest rate witnessed in a decade. This growth is remarkable given that the world GDP growth was only 3.6% during the same period

The Strengths of Vietnam (2)

Vietnam continues to enjoy foreign capital inflows after aggressively attracting FDI by implementing deregulation across the board. In terms of FDI, Korea ranks second in Asia next to Japan.

The Strengths of Vietnam (3)

The largest strength of Vietnam comes from its population. Working age population (those aged from 15 to 64) accounts for more than 70% of the total population, and their wages are cheaper compared to other ASEAN member countries.

The Strengths of Vietnam (4)

Vietnam’s economic growth is propped up by the real estate sector and the consumer goods sector. The real estate sector is enjoying larger sales on the back of urbanization, while the consumer goods sector is seeing more purchases thanks to the increasing middle income bracket

There is more.

As Vietnam’s economy has already displayed steep growth, there are doubts about the possibility of further growth. However, there is a new factor that will dispel such doubts – IPO of public companies

Last year, Vietnam announced IPO plans for 137 public companies and blue chip large caps. In line with this plan, it will expand its IPO market to the 20~30bn$ level within the next 1~2 years.

The Vietnamese government prefers to attract foreign investment through privatization in order to improve the financial health of public companies, which explains why they are actively pushing forward privatization of public companies

It has become easier for foreigners to participate in the IPO process thanks to eased investment caps on foreigners.

The foreign investment ceiling set at 49% (30% for banks) can be lifted after each industry undergoes a reviewing process.

The government policy of promoting trading of public company stocks utilizing the UPCoM market, the market for trading unlisted

company shares, should also work positively for the market.

Successful examples of public company privatization

• Dairy product manufacturer and distributor Vinamilk: double-digit growth over the past five years • “Saigon Beer” maker Sabeco: Market cap that far surpasses its IPO price • No. 2 Vietnamese airline player VietJet Air: Displaying strong potential as Vietnam’s first private airline company

Curious about Vietnam’s potential? Place interest in its IPO market! You will get to witness a series of IPO activities of public companies and blue chip large caps.

The soaring popularity of Vietnam was evidenced by the more than 75M$ of investments that poured into a Vietnamese IPO fund sold by

a Korean asset manager over the past two weeks.

Webcomics 1-2

Webcomic is a very popular tool for distributing content IT environment that allows for easy mobile access. The FSS and KCIE are utilizing comics to enhance financial understanding, prevent

investment fraud, and distribute basic financial information.

Hand-on Learning, Experiential Programs 2

1. Financial Center Dream Bus 2. Board Games

“Dream Bus” is an experiential education tour that carries students around the financial arena, to attain hands-on knowledge and information. (Since 2010) Supporters : FSS, KRX, KOFIA, the KCIE, Hana Securities and the MTN(Money Today Network)

Financial Center Dream Bus 2-1

Financial Center Dream Bus

• 09:30 Experience at Financial Village

• 10:50 Tour of the Korea Exchange

• 11:50 Education at Hana Securities

• 12:30 Lunch

• 13:30 Education at the FSS

• 14:40 Broadcasting experience at Money Today Network

Schedule of Yeouido Dream Bus

10.1-inch tablet PCs for individuals

Lobby Hall

Youth Hall

20~30

30~40

Retirement Planning

Int’l Hall

Financial Space

FQ Measure AV Hall

Intro

Step 1. Experience at Financial Village

Financial Center Dream Bus 2-1

Step 2. Tour of the Korea Exchange

Financial Center Dream Bus 2-1

Step 3 & 4 Securities company & FSS

differences between deposit products and financial investment products stock market museum experience.

special features in the composition of the Korean stock price indices

investor protection system financial complaints and disputes

Step 4. Broadcasting experience at Money Today Network

Financial Center Dream Bus 2-1

To be a news anchor, reporter or PD. At the open studio

@ concept : find the solution to overcome the virtual 2040 depression from the financial market of the past.’ @ Real market data from 20 years ago is reflected @ players will experience the changing market based on past financial events that really happened. @ up to 40 people can participate at the same time. @ Goal : plyers can learn about the financial market environment and investment in a fun and easy way.

Let’s go! Investment Time Machine (2.5 hours)

Board Games 2-2

fun and easy

Board Games 2-2

Many Kinds of board games are provided by FSS, KCIE &other IE program providers

Comics & e-Books 3

An education program using comics (including e-book).

[Master of money] series

Book 1. Stepping into society. Get off on the right foot!

Book 2. To avoid mid-life financial crisis, you need to prepare this!

Book 3. Fellow retirees! Let’s begin life’s second chapter

Digital Library at Financial Village (KCIE) - 9 meters of wide digital touch screen - 500 contents

Comics & e-Books 3

Topics of comics - financial consumer protection issues (financial fraud, electronic financial

fraud, Ponzi scheme) - asset management methods according to age segments, post-retirement

solution design, tax saving strategies and investor propensity scoring.

Comics & e-Books 3

Key Takeaways

Don’t try to deliver too much information. Short and simple messages are effective.

Make content that investors can experience and feel first-hand.

Collaborate with relevant financial institutions to maximize synergy.

For an effective delivery of IE programs to potential investors,

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